Valcreate Investment Life Sciences and Specialty Opportunities Strategy

Key Portfolio Attributes

Inception Date: 14 Sep 2018

Number of Stocks: 10

Fund Manager Name: Mr. Rajesh Pherwani

Fund Manager Qualification:

Rajesh Pherwani began his investment career in 1996 with HDFC Ltd. He has been an investment analyst during his initial years and a Head of Research and Fund Manager in the later years. During his career, he seen multiple market and economic cycles and have identified multibaggers along the way,he has worked with large institutions such as HDFC Ltd., HDFC Mutual Fund and L&T Mutual Fund, as an integral part of their investment teams

Fund Manager Experience:

The overall 23+ years of experience of Rajesh Pherwani in the investment field has given a strong foundation to the investment processes of Valcreate.

Investment Objective

The strategy involves investing in companies with innovative products and services which give them an edge in the long term growth trajectory. This would be a more sector focused investment with primary focus on the following sectors -pharmaceutical, healthcare, animal health, seeds, agrochemicals and specialty chemicals. It may also include certain other niche businesses which have a technology or product/service edge. Under this investment strategy there shall be no market cap preferences. The strategy will invest minimum 70% of the portfolio investment in these companies. This would categorise as a more aggressive portfolio.

Investment Philosophy

To invest in portfolio of stocks following the buy and hold approach with a reasonable diversification to mitigate the risk.

Do Not Simply Invest, Make Informed Decisions


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Do Not Simply Invest, Make Informed Decisions